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A
ADUser
November 2, 2018
Question

changing a received payment amount that has been posted

  • November 2, 2018
  • 1 reply
  • 0 views

How do I change the amount of payment received after it has been posted??

1 reply

john-pero
john-pero
November 2, 2018

You probably included the payment in a deposit. That's the usual problem preventing edit of a payment. Remove the payment from the deposit it is in, then you can edit.

A
ADUserAuthor
November 2, 2018

Thank you for your reply!!  Actually, I received the payment for the amount of the invoice but the check was accidently shorted by $4 and it wasn't realized until after receiving the payment as paid in full.  Next step(s)??  Thank you.

MichaelDL
MichaelDL
November 2, 2018

Hello and welcome to the Community, @ADUser.

 

It would be my pleasure to help you change the amount of a received payment. Check out the steps below to get started:

 

Change Received Payment Amount

  1. From QuickBooks Online, navigate to the Sales tab. Select the Customers section.
  2. Find the customer whose payment needs changed in the list, and click on their name.
  3. Click the payment you'll be changing to open it. Use the filter (funnel icon) if you need help locating it.
  4. On the Receive Payment screen, find the Invoice that was paid with this transaction and change the amount in the Payment field.
  5. Click Save and close.

This video gives a brief overview of the process:

 

 

The instructions here will allow you to change the Payment amount like a champ. You can also edit transactions directly from the register if you find it easier. Please be sure to let me know if there's anything else I can do for you. Thanks for reaching out, wishing you a wonderful weekend ahead.

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